Terrin

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Activity overview

Latest activity by Terrin
  • Terrin commented,

    Hi Timothy Wingate,    Thank you for reaching out! When time is tracked in Knowify, it does not sync to TSheets. However, you do have the option of tracking time in TSheets and pulling it into Know...

  • Terrin commented,

    Hi Timothy Wingate ! Thank you for reaching out. If time is tracked in TSheets, it can be pulled to Knowify, but if time is tracked directly in Knowify, it does not push the time to TSheets. If you...

  • Terrin created an article,

    How to store documents in Knowify

    Documents related to jobs can be stored on file with jobs in Knowify for cloud access wherever you are. To upload a document, open up the job in Knowify and click where it says Documents at the top...

  • Terrin created an article,

    Resource budgeting [Growth and Enterprise plans]

    When creating a labor budget in Knowify, you are generally prompted to budget based on the role of each employee that will be needed. However, Growth and Enterprise accounts have the option of budg...

  • Terrin created an article,

    Managing dependencies

    If you would like to notify your team when phases of a project plan are complete so they can start working the next one, you can use Knowify’s dependencies feature. To use this, you start by clicki...

  • Terrin created an article,

    Advanced project management [Growth and Enterprise plans]

    Growth and Enterprise plans include the following Advanced Project Management features: Dependencies Resource budgeting RFI management Interested in this feature? If you have questions about any...

  • Terrin created an article,

    How to exclude tax rates from job costing

    Information This guide only applies to accounts that are set outside the United States If you would like to set up tax rates so they are not included in job costing, first go to your admin sectio...

  • Terrin created an article,

    Approving Purchases and Approval Authority

    When you are setting up your users in Knowify, you have the option to set a user’s approval authority and direct manager. The approval authority is the user’s limit where any purchase above that am...

  • Terrin created an article,

    Syncing credit card expenses from Knowify to QuickBooks

    To sync credit card expenses from Knowify to your QBO account, first enable the Credit Card Expenses feature in your account under Admin Section > Customize > QuickBooks > Credit Card Expenses:  O...

  • Terrin created an article,

    Pulling expenses from QuickBooks into Knowify

    To pull expenses from QBO into your Knowify account, first, make sure the Pull Expenses setting is enabled in Admin Section > Customize > QuickBooks > Pull Expenses: Once this is enabled, Bills an...